Commercial Insurance Assistant Account Manager (Executive Risk)

Job Description

Commercial Insurance Assistant Account Manager (Executive Risk)

Job Summary

Seeking a detail-oriented and dedicated Commercial Insurance Assistant Account Manager to join a Executive Risk this role you will assist in servicing commercial property and casualty insurance accounts while providing technical support to ensure the highest level of client satisfaction.

Compensation Package

• Salary: $55000 - $72000 annually ($25 - $32 per hour) based on experience
• Benefits: Comprehensive benefits package available
• 401(k) Paln

Responsibilities

• Prepare draft applications coverage bound letters cancellations schedules of insurance proposals and documentation for new accounts in Sagitta.
• Review and process various insurance documents including invoices (excluding Surplus Lines invoices and filings) applications endorsements certificates and general correspondence.
• Identify and address policy discrepancies collaborating with Account Managers to ensure accuracy in Sagitta or initiating necessary policy changes.
• Maintain organized and accurate electronic account files using the Image Right Document Management System.
• Ensure compliance with established procedures to prevent errors and omissions.
• Provide exceptional customer service to clients and internal team members.
• Perform additional duties and projects as assigned.

Qualifications/Requirements

• Education: High school diploma required.
• Experience:
  • Minimum of 2 years of insurance experience required.
  • Working knowledge of Executive Risk and Commercial lines of coverage preferred.
  • Experience with EPIC systems is highly desirable.
• Skills:
  • Strong written and oral communication skills.
  • Exceptional attention to detail and ability to meet deadlines.
  • Proficiency in Microsoft Word and Excel (intermediate level).
  • Critical thinking and problem-solving abilities.
  • Team-oriented mindset with a commitment to collaboration.
• Licenses/Certifications: Property & Casualty (P&C) license required.
• Physical Requirements:
  • Ability to occasionally stand walk and stoop.
  • Must regularly lift and/or move up to 10 pounds.
  • Reasonable accommodations will be made for individuals with disabilities.

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